ScreenSteps

An Illustrated Playbook

3 Steps to Eliminate Unnecessary Escalations At Your Credit Union

No more "How do I...?" questions. Use the steps in this playbook to empower confident & independent employees at your credit union. 

Fill out the form to get the playbook.

An Illustrated Playbook

3 Steps to Eliminate Unnecessary Escalations At Your Credit Union

No more "How do I...?" questions. Use the steps in this playbook to empower confident & independent employees at your credit union. 

Fill out the form to get the playbook.

Woman dealing with interruptions and multitasking

Put an end to the "How do I...?" questions, once and for all

Are managers and directors drowning in questions and support at your credit union? There's a way out. 

In this illustrative playbook, we share the tactical strategies you can implement to empower every employee to work and feel like an expert. 

Woman dealing with interruptions and multitasking

What you'll learn in this playbook

"Seeing a new loan officer close a loan entirely on their own was incredibly exciting! This is a game-changer for branch managers, allowing their teams to work independently and reducing pressure on leadership."

Jill Jones
Director of Branch Operations, Desert Rivers Credit Union

“Going through this process has made for a better member experience because employees can find the information at their fingertips immediately. No more putting members on hold.”

Tiffany Glowacki-Whitt
Core Systems Training Manager, Mid-Atlantic Federal Credit Union

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About ScreenSteps 

ScreenSteps is the world’s first Knowledge Operations Platform, an AI-powered software designed to help teams capture, transfer, and maintain operational knowledge.

The Knowledge Ops Platform, paired with the Find & Follow Framework, helps businesses escape tribal knowledge and deliver findable, followable, and scannable knowledge resources that empower employees to handle any process, no matter the complexity or pace of change. 

Learn More

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